QuickBooks accounting software supports import vendors systems from the supported files format into QuickBooks Desktop by using Dancing Numbers software. You can download this software directly from the website Dancingnumbers.com. Follow this article and you will get to know to import vendor credits into the QuickBooks Desktop. This software supports all upgraded versions of QuickBooks such as QuickBooks Pro, Premier, and Enterprises.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.
How it is Possible?
To import the bulk data of vendor credits, you have to pick this simplified import software to make things simpler and easier. Follow the below instructions and get the result.
- The first you have to open the dashboard screen and click on the “Import button“
- Then, locate the “File Selection” option from the drop-down preferences
- After that, hit your next click on the “QuickBooks Transaction Type” just like “Vendor”
- Then, choose your “Company File” to do this, either you can choose the file from the local computer folder or you can click on “Browse File” option to browse the file
- To locate the software sample file, click on the “Sample templates” in the local folder
- Then, you are set to set up the “Mapping Settings” of your company file columns
- This mapping will automatically work for you if you utilizing the Dancing Numbers template file
- Then, download the sample template file
- To get confirm about the above steps, review your overall company data in the “Review Grid Screen“
- Then, click on the “Send to QuickBooks” to update your company file data into the QuickBooks Desktop.
Before Proceed Towards to Import Settings, Go Ahead with Details of “Mapping Fields”
|
Field Name | Format | Description |
|
Vendor name | Length up to 41 characters |
Name of the Vendor |
|
Company Name | Length up to 41 characters |
Associated Company Name |
|
Title | Length up to 15 Characters |
Vendor Title |
|
First Name | Length up to 25 characters |
First Name of the Vendor |
|
Middle Name | Length up to 5 Characters |
Vendor’s Middle Name |
|
Last Name | Length up to 25 characters |
Vendor’s Last Name |
|
Terms | Length up to 31 Characters |
Reference to a Term Associated |
|
Currency | Text |
Correct Currency Code |
|
Account Number | Length up to 99 Characters |
The Account Name of the Vendor |
|
Opening Balance | In Decimal |
The open Balance Amount of the Vendor |
|
Job Title | Length up to 41 Characters |
Job-Status |
|
Main Phone Number | Length up to 21 characters |
Vendor’s Phone Number |
|
Alternate Phone | Length up to 21 Characters | Vendor’s Alternate Phone Number |
|
Main Email | Length up to 1023 characters |
Vendor’s Email Address |
|
CC Email | Length up to 1023 characters |
Carbon Copy Email Address |
|
Fax | Length up to 21 characters |
Fax Number |
|
Billing Address Line 1 | Length up to 41 Characters |
Beginning line of the Billing Address |
|
Billing Address Line 2 | Length up to 41 Characters |
The middle line of the Billing Address |
|
Billing Address Line 3 | Length up to 41 Characters |
Last or third line of the billing address |
|
Billing Address city | Length Up to 32 characters |
Fill the City Name |
|
Billing Address Postal Code | Length up to 13 characters |
Zip code or Postal code |
|
Address of Billing Country | Length up to 31 characters |
Name of the Billing Country |
|
Billing Address state | Length up to 21 characters |
Region within a Country A Region-Name |
|
Shipping Address Line 1 | Length up to 41 characters |
First Line of the Shipping Address |
|
Shipping Address Line 2 | Length up to 41 characters |
Middle Line of the Shipping The Middles |
|
Shipping Address Line 3 | Length up to 41 characters |
Last Line of the Shipping Address |
|
Print Name as Check | Length up to 41 characters |
Vendor’s Printed Name |
| Vendor Type | Length up to 15 characters |
Tax ID of the Vendor Name |
You have to Set up Some Basic Import Settings
To set up the import settings, you find group settings of powerful customization for your company file data which is visible with import settings. The step is available in the review and import section from the import screen or just by a single click on the “Edit” under the “Menu bar” preferences. Here, you go with some most important settings for lists:
- Take an Action, When you Find a Matched List: In any case, if there is an existing list entity is found while searching with a given name rather than actions to be taken. You can easily select the “View” option update/warning existing transactions in your QuickBooks Desktop.
- Pre-import Validation: Make sure about the validation of the company file just before the importing the QuickBooks Desktop version. To get this process, you have to turn on “Settings” to import all file rows only just after cleaning up all major/minor issues in the company file. This option may delay the import process with a little more time.
I hope the above information helps you to import the vendor credits into the QuickBooks Desktop. From our website, you can read more blogs related to QuickBooks import and export issues. You can drop your feedback in the below comment sections.
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